Securities Investments

Portfolio managers in Desjardins Asset Management’s Securities Investments sector manage our clients' assets in the most effective and transparent way possible, in line with investment policies and our clients' portfolio objectives.

Our business culture fosters close relationships and partnerships with our clients in order to actively contribute, through portfolio management, to their business and commercial objectives, while maintaining an appropriate balance between risk and return.

We use a fundamental approach to portfolio management and stand out for the emphasis we place on the analysis of bond issuers. Our analysts constantly monitor investment quality and are fully involved in our portfolio management process. We believe that added value lies in diversity of experience and specialized expertise.

Money market asset management

We believe money market portfolios must be managed in a way that is consistent with the low remuneration of money market credit risks and with the reserve role these assets play in our clients' portfolios. With this in mind, the team at Desjardins Asset Management builds money market portfolios that focus on issuer quality and investment liquidity.

Bond management

Regardless of the economic environment, we believe that over the long term and in a well-managed risk framework, we can achieve an average of 15 to 25 basis points higher than our reference indices. In our opinion, our conservative management of bond portfolios is in line with the fundamental role of bonds in a well-diversified portfolio.